Ingles Markets 401(k) plan

Ingles Markets, Incorporated, Black Mountain, NC. EIN 56-0846267. Annual reports 2009–2024.

Ingles Markets, Incorporated has one active retirement plan on file, the Ingles Markets, Incorporated Investment/Profit Sharing Plan, with 18,521 participants and $197 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Ingles Markets's filings since 2009.

Active plans: 1
Participants: 18,521
Plan assets: $197 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Retail

The plan

Ingles Markets, Incorporated Investment/Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 56-0846267
Participants (2024): 18,521
Net assets (2024): $197 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019), Wachovia Bank (2009)
Plan administrator: Ingles Markets, Incorporated
2913 Highway 70 West
Black Mountain, NC 28711
(828) 669-2941As filed for 2024
In effect since: September 25, 1972

Earlier plan names: Ingles Markets, Incorporated Investment/ Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	18,521	$197 million	Principal
2023	18,050	$182 million	Principal
2022	15,393	$161 million	Principal
2021	13,133	$182 million	Principal
2020	14,961	$158 million	Principal
2019	14,348	$140 million	Wells Fargo
2018	14,338	$110 million	Wells Fargo
2017	13,923	$115 million	Wells Fargo
2016	13,427	$106 million	Wells Fargo
2015	12,839	$100 million	Wells Fargo
2014	13,022	$101 million	Wells Fargo
2013	12,785	$95.6 million	Wells Fargo
2012	14,311	$80.2 million	Wells Fargo
2011	16,110	$70.3 million	Wells Fargo
2010	11,516	$76.2 million	Wells Fargo
2009	15,562	$66.3 million	Wachovia Bank

If you had money in one of these plans

Call Principal (principal.com), which runs the Ingles Markets, Incorporated Investment/Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((828) 669-2941). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Ingles Markets, Incorporated Investment/Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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